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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,781 | $73,863+62.2% | $143,797-16.7% | $68,490+74.9% |
| Participation rate | 37.2% | 66.7%-29.5pp | 80.3%-43.1pp | 67.9%-30.7pp |
| Annual return | -19.36% | 0.91%-20.3pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $154 | $3,185-95.2% | $4,952-96.9% | $2,597-94.1% |
| Participant deferral / active EE | $3,422 | $3,385+1.1% | $5,638-39.3% | $4,028-15.0% |
| Admin fee / account holder | $13,500 | $5,756+134.5% | $14,679-8.0% | $5,403+149.9% |